Model Investment Portfolio

In addition to our weekly Market Outlook available for free to anyone who wants to join our email list, we also offer model portfolios and actionable investment ideas to subscribers:

Investment Outlook

For investors who are serious about taking control of their own financial future, our Investment Outlook provides model portfolios and investment ideas intended to outperform the S&P 500 over full market cycles and to outperform a traditional 60% stock/40% bond portfolio over shorter time periods.

While it is nearly impossible to outperform the S&P 500, or any other market index for that matter, when the stock market is rising, it is possible to outperform over time by avoiding the major stock market declines. 

By avoiding the large drops, an investor would not even have to come close to outperforming the market when it is rising in order to still outperform over longer periods of time.

Our approach combines passive investing strategies with active asset allocation changes intended to avoid the major market declines while still generating favorable positive returns in rising markets.

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Want to Know more About Our Investing Methodology?

Traditional investment strategies are dying, yet many investors are still putting the fate of their retirement and financial security into the same old dated concepts.

Click below to read more about why traditional methods don't work and what you can do differently to protect your investments and earn better returns.  

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